Wealth Management

JULY 15, 2025

Related: Merchant Hires Ex-Ficomm, United Capital Exec to New RIA Engagement Role About the Author Patrick Donachie Senior Reporter, WealthManagement.com Patrick Donachie is a senior reporter for WealthManagement.com , covering federal and state regulation, litigation and M&A deals in financial services.

Clients

Wealth Management

JULY 10, 2025

We were looking to balance innovation with our boutique-level service. CRM: Salesforce Financial Services Cloud (FSC) With nine firms coming together, there were best practices all over the place. formally launched Wealthspire 2.0 in summer 2024.

Wealth Management

Wealth Management

AUGUST 5, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com August 5, 2025 2 Min Read hocus-focus/iStock/Getty Images Plus Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capital Partners, has acquired another $1 billion registered investment advisor in a deal for Chesterfield, Mo.-based

Wealth Management

Wealth Management

AUGUST 5, 2025

The move is part of an industry-wide shift of wealth managers offering additional services, including trust administration. Hightower launched Hightower National Trust Company in 2022 with a national charter, and CI Financial’s U.S. wealth management business, now known as Corient, launched its own trust company in 2023.

Investing

Wealth Management

AUGUST 4, 2025

allowed financial service providers to act as the pooled plan provider, the question is whether PEPs are the Wild West, with programs popping up like frogs during a monsoon. Are PEPs the Wild West or Are They a Way to Tame It?

Estate Planning

Wealth Management

JUNE 9, 2025

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5

Wealth Management

Wealth Management

AUGUST 7, 2025

David Bodamer , Editorial Director , WealthManagement.com August 7, 2025 4 Min Read The Advyzon Sphere dashboard Advyzon, an all-in-one technology provider to the wealth management industry, has launched Sphere, a platform featuring curated managed portfolios, as part of its Advyzon Investment Management platform.

Portfolio

Wealth Management

AUGUST 7, 2025

MannKind has entered into an up to $500 million strategic financing agreement with funds managed by Blackstone to advance its short- and long-term growth strategies Oaktree Specialty Lending Corp. committed $217 million to refinance the existing debt of defense company Draken International Hong Kong developer Tai Hung Fai Enterprise Co.,

Retail

Wealth Management

JUNE 11, 2025

A recognized speaker on the topic of family wealth, she has been published in Trusts & Estates magazine, Private Wealth , The Washington Post , Forbes , Wealth Manager magazine, Fund Fire , Infovest , and other newspapers and periodicals.

Wealth Management

NAIFA Advisor Today

FEBRUARY 8, 2023

Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP , Senior Executive Partner of Totus Wealth Management and loyal NAIFA member since 1973, is featured in this month's InsuranceNewsNet magazine.

CFP

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor

eMoney Advisor

JUNE 8, 2023

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

CFP

Indigo Marketing Agency

JANUARY 11, 2021

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. The coronavirus pandemic has brought on a digital revolution in the financial services space.

Investing

Inside Information

APRIL 26, 2023

Every so often one or the other of the professional magazines will give us a ’40 under 40’ list of candidates to watch for in the future, and I have to admit that I can’t resist looking at the list. And it turns out that all of the future leaders of the financial planning profession are wirehouse brokers. Wait; what?!?

Financial Planner

Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor

The Big Picture

MAY 16, 2023

If you were interested in venture capital and you were on the East Coast, the only way you could learn anything was like fast money or I’m sorry, a fast company or wired magazine. He used to write at Smart Money Magazine. So I was very heavy in financial services stock, which was a great lead gen engine.

Media

The Big Picture

JULY 8, 2025

And I had a great opportunity to get exposed to a lot of different industries, you know, from traditional manufacturers to telecom companies, financial services and everything in between. And I think as you well know, you know, wealth has been a huge driver for many of the diversified financial services companies.

Investing